View on Pharma sector are you aware ?

Pharma  drug makers companies are consolidated now due to USFDA strict rules and standard to be followed and strictly maintained, which is actually good for this industries.

I think this companies now has already understood consequences if rules/standard are not followed and put strict policy within organization to follow the same.

This is called transition phase, look after high quality pharma companies which can bear such transition phase without any external cost and hit the glory in upcoming dates. 

View on Tata group companies

Tata group companies are re-structuring itself and adapting with innovative strategy  to unlock its future growth momentum  - this is a positive sign where company not only bring positive results on paper as well as unlock shareholder value.

One of the current news where consumer segment of Tata chemicals are moved to Tata Global Beverages.

From my prospective this is just the beginning there are more innovative strategy will be applied in its all group and subsidiaries which had always struggled to bring positive results.

keep an eye on this group companies  to add in your portfolio with margin of safety.

building and growing asset ?

why  do we need asset ? cant just controlling incoming and outgoing money flow should be enough to have a sustainable life ?
well it depends on thinking how well you can manage the area of expertise.

if you are good enough to manage and control your incoming and outgoing money flow you can have a sustainable life for yourself as well as your family, this requires proper planning and execution as well as modifying your planning as required.


well their are less people who does this kind of planning, bcoz the environment set all  around us is to build asset in physical form like land / property / gold / cash etc.

Well the biggest and most valuable asset we all have is our brain and its infinity thinking capability.

have your really thought about it ? human brain is an asset ?

Brain thinking capability - when you grow and enhance this asset the rest of things are just outcome of it  health / wealth / prosperous life.

Other question arises asset are for our next generation so they can have a better life .
its important we teach our next generation how to stand and walk their dream  this should be enough for them to choice and live their life as per their requirement rather passing asset .
I believe to pass asset of knowledge not physical asset in any form.
 

Will election result change the market outlook in India ? whom to vote ?

market outlook its totally based on people perception ?

If more number of people who think market will go into fall if current government doesn't get re-elected into full majority , market outlook will fall bcoz more people who think the same will execute their action which is directly proportional to market.


if more number of people who think market will not show any major affect , market outlook will not be changed. 1 day fall/gain and its back to normal.


I think market outlook will not change majorly bcoz India growth is not dependent on who runs the governance.

India growth is driven by its people who are changing day by day and knows who is the best to lead and support them in their growth track. Their will be always  people who's moto are based on religion /  spreading rumors / caste  but these people dont know citizen has change their thinking beyond this aspect .

any government which gets elected their role is how well they can support its people to grow.

my observation is it will only be affected by 1% GDP up or down based on Government support to its people whether its current government or someone else.

I will be using this opportunity to keep eye on companies which can get cheaper so I can get my position and margin of safety.

Whom to Vote ?

wisely think while voting and don't get influence what current affair is running on paper / TV / whatsapp / social media , think what was done in 5 years and what could have be done better.
remember we all make mistake and learn lesson from it and move ahead.
the person whom you are voting for  think what  has been done correctly by them  and if they have learned from their mistake ?  if yes  go ahead and vote them, bcoz this are the leaders who will support your growth.

how to create your own luck to gain income from stock market ?

Its very simple steps but yet very less turns up to follow it.


1) discipline
2) wise thinking
3) learning attitude , never stop learning  its a journey....
4) patience
5) positive attitude
6) living life with simplicity
7) having goal/vision in  life
8) analyzing  people's thinking who runs the company which you wish to invest
9) non-attachment of any personal emotion to company which you wish to invest
10) analyze your failure of investment and do accept your failure very important

this values are not build in days or months , it takes many year's to build but once you have them  in you  the power of compounding start.....

view on logistics sector

With openness of buy with one click it has given  wide market for buyers to choose and buy as per their requirements with cost which indeed increases the volume with logistics units handling this services.

Today with technology enabled  with logistics sector it has become easier for this company to manage volumes with quick service.

This technology has also enabled B2B sectors where they get their raw material anywhere from the world to next door with fastest service.

From buying soap to furniture every single piece of household item  to raw material requirement for business unit as well as pharmaceutical requirement  can be fulfilled with logistics services available.

Though oil price plays with input cost to company but now logistics company has started to adopt alternative mode of energy resource like electric vehicles / robotic units  as well as hardware/software technology to handle logistics challenges which reduces cost to company thereby reducing the time duration from source to destination. 

also review balance sheet and results of this companies where they provide details how the company is improving and adapting new technology and handling new requirements  to fulfill the logistics challenges for it. 

October HEAT is running in current market

My Current View

Market is currently facing October heat but this is temporary and pleasant environment is on the way....

Just keep yourself shielded before jumping  in this market.
Once your are shielded with required protection from this October heat you can definitely roam around in this market to find gems since in such heated environment their are less buyers you will get bargain price for valuable companies share.

Don't be in hurry take your time to find quality management companies , since the heat is on there will be lot of sellers on print / electronic / social media trying to make different scenarios story about companies  for selling their shares in their portfolio.

So apply filters to this noise and dig the well with your own analysis.